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Inventory Prompts are defined for each customer. They can be configured to capture additional information when viewing the inventory grid or scanning the inventory in using Windfall Mobile Pro. This article will go over the steps needed to create and edit prompts for commercial customers. |
Inventory Prompts
The ‘Inventory Prompt’ tab can be reached by opening the customer, then clicking on the ‘Configuration’ tab. Once there, you can see the inventory prompts displayed under the corresponding tab. The three columns on the far right will control where the prompts will show how the prompt is configured.
Configuration Options
Inv. Display: This prompt will show up on the inventory grid
Windfall Mobile: This will show up on the device to add information as items are scanned in
Remember Value: Remembers the last value inputted into Windfall Mobile Pro.
Example: If you type “1234” into the 'Receiving Report Number' field, the app will remember that data from scan to scan until it is changed.
Custom Inventory Prompts
When creating your own inventory prompts, you will need to hit the ‘Add Prompt’ option at the top of the page. You will then need to select the ‘Prompt Type’.
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Some prompts come standard to Windfall and cannot be changed, but all custom prompts can be updated. If a prompt can be edited, you can click on the specific cell in the grid to change the information within. |
Prompt Types
Yes/No - Windfall Mobile will give you the option to select Yes or No when entering data for that prompt
Date - Windfall Mobile will give you a date prompt field to enter for that prompt
Whole Number - Windfall Mobile will show a prompt field to enter a number
Decimal - Windfall Mobile will allow the user to enter a number with a decimal field
Text - Windfall Mobile will allow the user to enter any text data
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LengthThe ‘Length’ column is was determines the character limit for the prompt.
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Remember to hit the ‘Save’ button at the top of the page when you are finished editing a prompt. |
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